See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,695 | $181,894-53.4% | $156,549-45.9% | $273,961-69.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 44.15% | 30.74%+13.4pp | 32.23%+11.9pp | 41.45%+2.7pp |
| Employer contribution / active EE | $2,512 | $6,248-59.8% | $5,501-54.3% | $4,869-48.4% |
| Participant deferral / active EE | $5,269 | $5,550-5.1% | $4,871+8.2% | $5,287-0.3% |
| Admin fee / account holder | $21 | $15,559-99.9% | $13,027-99.8% | $10,132-99.8% |